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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1151
Claro Advisors
Massachusetts
– -$386K -2,392 Closed
DWM
1152
Doyle Wealth Management
Florida
– -$324K -2,390 Closed
SAM
1153
Silvercrest Asset Management
New York
– -$323K -2,385 Closed
CFS
1154
CRA Financial Services
New Jersey
– -$323K -2,379 Closed
BZWA
1155
Blue Zone Wealth Advisors
California
– -$319K -2,349 Closed
IWA
1156
IVC Wealth Advisors
Pennsylvania
– -$318K -2,345 Closed
TFA
1157
Teamwork Financial Advisors
Texas
– -$317K -2,341 Closed
EP
1158
EPIQ Partners
Minnesota
– -$316K -2,327 Closed
GDP
1159
Great Diamond Partners
Maine
– -$313K -2,312 Closed
MFA
1160
Mayflower Financial Advisors
Massachusetts
– -$313K -2,311 Closed
DY
1161
Dowling & Yahnke
California
– -$310K -2,289 Closed
AIP
1162
Almanack Investment Partners
Pennsylvania
– -$310K -2,288 Closed
AGA
1163
Arkos Global Advisors
Texas
– -$310K -2,283 Closed
GA
1164
GraniteShares Advisors
New York
– -$307K -2,266 Closed
HCM
1165
Howland Capital Management
Massachusetts
– -$306K -2,260 Closed
GPA
1166
Guerra Pan Advisors
New Jersey
– -$226K -2,259 Closed
HHAM
1167
HITE Hedge Asset Management
Massachusetts
– -$302K -2,227 Closed
WMA
1168
Wealth Management Associates
New Jersey
– -$301K -2,221 Closed
MCM
1169
McRae Capital Management
New Jersey
– -$300K -2,215 Closed
DC
1170
DeDora Capital
California
– -$298K -2,196 Closed
DAM
1171
Derbend Asset Management
Georgia
– -$351K -2,174 Closed
CPA
1172
Cardiff Park Advisors
California
– -$295K -2,173 Closed
CWM
1173
Cherrydale Wealth Management
New Jersey
– -$293K -2,162 Closed
TA
1174
Tiedemann Advisors
New York
– -$290K -2,140 Closed
CWG
1175
Cornerstone Wealth Group
North Carolina
– -$289K -2,134 Closed
45 46
47
48 49